ZIP

Interested in ZipRecruiter, Inc.? Here are five stocks we like better. Second-quarter results exceeded expectations: Revenue rose 5% year over year to $118.1 million, while adjusted EBITDA increased to $14.6 million, or a 12% margin. ZipRecruiter also reported $43.4 million in net income, partly boosted by a gain from debt extinguishment. Debt and employer activity improved: The company repurchased $294.6 million of senior notes for $229.4 million, retiring more than half of the outstanding debt. Quarterly paid employers grew 7% year over year to more than 70,000, though revenue per employer declined slightly. Product investments lifted engagement and outlook: The company said qualified applications rose 34% sequentially and employer response rates doubled year over year, supported by matching, audio-message and AI outreach tools. ZipRecruiter raised its second-half outlook to low-single-digit revenue growth and expects third-quarter revenue of $121 million at the midpoint. 3 Standout Small-Caps to Buy Now ZipRecruiter (NYSE:ZIP) reported second-quarter revenue growth and higher profitability as product improvements increased activity between employers and job seekers, while the company also reduced its debt through a discounted repurchase of senior notes. Revenue for the quarter ended June 30 was $118.1 million, up 5% from a year earlier and 10% sequentially. The result was about $6 million above the midpoint of the company’s guidance range, according to Co-founder and CEO Ian Siegel. Adjusted EBITDA was $14.6 million, representing a 12% margin, compared with an 8% margin in the second quarter of 2025 and a 9% margin in the first quarter of 2026. → No Hangover: Revisiting Microsoft One Week After Earnings ZipRecruiter is a Return to Normal Play ZipRecruiter reported net income of $43.4 million, or a 37% net income margin. President and Interim CFO David Travers said net income was aided by a gain on debt extinguishment related to the company’s June repurchase of its 5% unsecured notes due in 2030. In June, ZipRecruiter repurchased $294.6 million of senior unsecured notes for $229.4 million, a discount of approximately $65 million to par value. The transaction retired more than half of the outstanding notes, according to management. → MarketBeat Week in Review – 08/03 - 08/07 ZipRecruiter Shares Finish 17.22% Higher In Public Debut The company ended the quarter with $173.8 million in cash, cash equivalents and marketable securities. Siegel said the balance sheet provides sufficient capital to fund future growth initiatives. ZipRecruiter ended the quarter with more than 70,000 quarterly paid employers, an increase of 7% year over year and 12% from the prior quarter. Revenue per paid employer was $1,669, down 1% from a year earlier and 2% sequentially. Travers attributed the decline primarily to the addition of employers that joined during the quarter and therefore contributed revenue for only part of the period. → Why the Landlord of the AI Boom Could Outlast the Chipmakers Total operating expenses fell to $101.3 million from $106.9 million in the prior-year quarter, primarily reflecting lower stock-based compensation and personnel-related costs. Management highlighted a series of product releases intended to increase meaningful conversations between employers and job seekers. The ongoing rollout of ZipRecruiter’s next-generation search and matching engine increased qualified application volume by 34% quarter over quarter in the second quarter, the company said. Combined with other platform improvements, the higher volume of qualified applications helped double employer response rates per application from a year earlier. ZipRecruiter also expanded its Be Seen First feature by allowing applicants to record an audio message accompanying their resume. Early data showed job seekers who used recorded messages experienced an 8% lift in employer response or connection rates, management said. The company introduced Smart Outreach, an artificial intelligence-driven feature that turns job descriptions into personalized, editable, multi-step messaging campaigns for candidates in ZipRecruiter’s resume database. Travers said hiring teams can use the tool to reach job seekers from a pool of more than 50 million candidates. “Our product strategy’s relatively simple,” Siegel said during the question-and-answer session. “We are trying to drive up the rate at which employers and job seekers have real, meaningful conversations.” He said higher engagement has historically been associated with longer customer retention and greater employer spending. ZipRecruiter said adoption of its automated campaign performance solutions among enterprise customers rose more than 50% year over year. Improvements to bidding algorithms also produced a twofold year-over-year improvement in the rate at which customer campaign targets were met, management said. Performance marketing revenue rose 15% from a year earlier in the second quarter. The company continued to expand distribution through conversational AI platforms. Following the first-quarter release of a ZipRecruiter app for ChatGPT, the company enabled job seekers to search ZipRecruiter roles directly through the ChatGPT chat field. It also launched a connector for Anthropic’s Claude assistant. Siegel described traffic from the AI platforms as a small portion of overall traffic but said it has been “high-intent,” reflecting users actively searching for jobs. Travers said the integrations reflect ZipRecruiter’s effort to meet job seekers across evolving channels. For the third quarter, ZipRecruiter expects revenue of $121 million at the midpoint, representing 5% year-over-year growth and 2% sequential growth. The company forecast adjusted EBITDA of $16 million at the midpoint, or a 13% margin. Management said the labor market remains stable but subdued, with hires and quits near their lowest levels since 2015. Still, ZipRecruiter raised its view for the second half, saying low-single-digit year-over-year revenue growth is now a likely scenario, compared with its prior expectation for flat revenue. The company expects full-year adjusted EBITDA margins of 12% to 14%, versus 9% in 2025. ZipRecruiter also announced that Carmen Chan will become chief financial officer effective Aug. 17. Chan previously held roles at Barclays, Noom and Goldman Sachs. Travers will remain president after the transition. ZipRecruiter, Inc operates an online employment marketplace that connects job seekers and employers. Its platform provides various solutions, such as job posting, online interviews, job alerts, match scores, and application updates. The company was incorporated in 2010 and is based in Santa Monica, California. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "ZipRecruiter Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

This article first appeared on GuruFocus. Revenue: $118.1 million, a 5% increase year over year and a 10% increase quarter over quarter. Adjusted EBITDA: $14.6 million, representing a 12% margin, up from an 8% margin in Q2 2025. Net Income: $43.4 million, representing a 37% net income margin, boosted by a gain on debt extinguishment. Quarterly Paid Employers: Over 70,000, a 7% increase year over year and a 12% increase sequentially. Revenue per Paid Employer: $1,669, down 1% year over year and down 2% sequentially. Total Operating Expenses: Decreased to $101.3 million from $106.9 million in the prior-year period. Cash and Investments: $173.8 million as of June 30, 2026. Debt Repurchase: Repurchased $294.6 million of 5% senior unsecured notes at a $65 million discount to par. Performance Marketing Revenue: Increased 15% year over year. Q3 2026 Guidance: Revenue of $121 million at the midpoint, with Adjusted EBITDA of $16 million, yielding a 13% margin. Warning! GuruFocus has detected 3 Warning Signs with ZIP. Is ZIP fairly valued? Test your thesis with our free DCF calculator. Release Date: August 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Revenue grew 5% year over year to $118.1 million, exceeding guidance midpoint by $6 million. Adjusted EBITDA margin expanded to 12% in Q2 2026, up from 8% in Q2 2025. Next-generation search and matching engine increased qualified application volume by 34% quarter over quarter. Employer response rate per application doubled year over year due to product improvements. Repurchased $294.6 million of senior notes at a $65 million discount, reducing debt burden. Performance marketing revenue grew 15% year over year, driven by programmatic bidding tools. New AI features like Smart Outreach and audio messages in Be Seen First are driving higher engagement. Quarterly paid employers increased 7% year over year to over 70,000. Full-year revenue growth expectation raised to low single digits, up from flat. New CFO Carmen Chan brings extensive experience from Barclays, Noom, and Goldman Sachs. Revenue per paid employer declined 1% year over year and 2% sequentially. Macro labor market remains subdued, with hires and quits near 15-year lows. Total operating expenses decreased, but primarily due to lower stock-based compensation and personnel costs. Q3 revenue guidance of $121 million implies only 5% year-over-year growth, indicating continued slow growth. The company's growth is still heavily dependent on product improvements, not a macro recovery. Debt repurchase reduced cash reserves, though balance sheet remains strong. Traffic from AI platforms like ChatGPT and Claude is still a small portion of overall traffic. The company faces uncertainty in a stable but weak hiring environment. Cost discipline is a key driver of margin expansion, which may limit future investment. The company's ability to sustain growth relies on continued innovation in a competitive market. Q: Based on your commentary, it seems like the cadence of the quarter accelerated as you went through the three months. Is that the right read? And could you talk about how things are shaping on a monthly basis into July? A: David Travers (President and Interim CFO) confirmed that Q2 saw a nice acceleration over the course of the quarter, which contributed to the 5% year-over-year growth and margin expansion from 8% to 12%. He noted that the momentum seen in Q2 has continued into Q3, making the guidance of 5% year-over-year growth at the midpoint very reasonable. Q: On the improvement in hiring, are you attributing this to your success in improving the matching, or is there any macro-related lift? Are you seeing any trends across verticals or size of employers? A: Ian Siegel (Co-founder and CEO) attributed the Q2 momentum predominantly to product improvements and additional marketing, not macro factors. He highlighted that the labor market remains subdued, with hires and quits near 15-year lows, making the macro a non-factor. Key product wins include the next-gen search engine lifting qualified candidates by 34% and the Be Seen First feature providing an 8% lift in response rates, which collectively doubled the employer response rate per application year over year. Q: How should we think about the momentum around AI innovations like next-gen search and Smart Outreach building over the next 6, 12, 18 months? What are you watching for to gauge their impact? A: Ian Siegel (Co-founder and CEO) stated that the product strategy is simple: driving up the rate of meaningful conversations between employers and job seekers. He expects this focus to continue for the next 12 to 24 months and beyond. He emphasized that AI is a tool, but the unique data advantage from 15 years of historical interactions is what powers these features, creating a compounding advantage that improves satisfaction and engagement on both sides of the marketplace. Q: How should we think about the progression from better matching to more employer conversations and ultimately stronger retention or monetization? A: Ian Siegel (Co-founder and CEO) explained that the more employers engage with job seekers on the platform, the longer they stay and the more they spend. This virtuous loop also applies to job seekers, who remain engaged longer and apply to more jobs when they have conversations. The company is operating against this principle and seeing the benefits play out in both Q1 and Q2. Q: What have you learned from the deeper ChatGPT integration about traffic quality and conversion? And what gave you confidence to build a Claude connector? A: Ian Siegel (Co-founder and CEO) described the traffic from ChatGPT and Claude integrations as "high-intent" and from active job seekers, resulting in higher engagement. David Travers (President and Interim CFO) added that this is part of a long-standing playbook of meeting job seekers where they are, from Web 1.0 boards to search, social, and now LLMs, ensuring ZipRecruiter is present at the start of the job search journey. Q: With the next-gen search and matching capability, how would you think about the pace the business can grow at during a macro recovery, and how might you reinvest incrementally into marketing? A: David Travers (President and Interim CFO) noted that while hires were flat in the economy, ZipRecruiter grew 5%, demonstrating the ability to take share and outperform the market. Ian Siegel (Co-founder and CEO) added that product improvements unlock more ROI-positive marketing, and the company is ready for a wide range of macro scenarios, excited about the potential of a recovering market. Q: Can you provide more detail on the financial results, specifically the revenue growth and the impact of the debt repurchase? A: David Travers (President and Interim CFO) reported Q2 revenue of $118.1 million, a 5% year-over-year increase, driven by a 7% increase in paid employers to over 70,000. The company repurchased $294.6 million of its 5% senior unsecured notes at a $65 million discount, reducing debt and contributing to a net income of $43.4 million. Adjusted EBITDA was $14.6 million, a 12% margin, up from 8% in the prior year. Q: What is the guidance for Q3 and the full year 2026? A: David Travers (President and Interim CFO) guided Q3 revenue to $121 million at the midpoint, representing 5% year-over-year growth, and Q3 Adjusted EBITDA of $16 million, a 13% margin. For the full year, the company expects low single-digit revenue growth, up from prior expectations of flat, with adjusted EBITDA margins of 12% to 14%, a significant expansion from 9% in 2025. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Quarterly revenue of $118.1 million Quarterly net income of $43.4 million, or net income margin of 37% Quarterly Adjusted EBITDA of $14.6 million, or Adjusted EBITDA margin of 12% SANTA MONICA, Calif., August 05, 2026--(BUSINESS WIRE)--ZipRecruiter® (NYSE: ZIP), a leading online employment marketplace, today announced financial results for the quarter ended June 30, 2026. ZipRecruiter’s complete second quarter 2026 results, financial guidance, and management commentary can be found by accessing ZipRecruiter’s shareholder letter on the quarterly results page of the Investor Relations website at investors.ziprecruiter.com. "ZipRecruiter’s momentum accelerated in the second quarter, with revenue growing 5% year-over-year and coming in $6 million above the midpoint of guidance. We believe these results demonstrate that our differentiated approach is resonating. We are leveraging AI to strengthen our active matchmaking and improve the hiring experience by driving more direct, meaningful conversations between employers and job seekers," said Ian Siegel, CEO of ZipRecruiter. "During the quarter, we also opportunistically repurchased $294.6 million of senior unsecured notes at a $65 million discount to par value, meaningfully reducing our debt burden, while preserving a strong cash balance, and enhancing our operational flexibility. With third-quarter guidance calling for continued revenue growth and year-over-year margin expansion, we believe we are poised to take market share and win in the AI era." Conference Call Details ZipRecruiter will host a conference call today, August 5, at 2:00 p.m. Pacific Time to discuss its financial results. A live webcast of the call can be accessed from ZipRecruiter’s Investor Relations website at investors.ziprecruiter.com. An archived version will be available on the website two hours after the completion of the call. Investors and analysts can participate in the conference call by dialing +1 (833) 461-5787, or +1 (585) 542-9983 for callers outside the United States and use the Conference ID 795476829. Forward-Looking Statements This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including statements regarding our use of artificial intelligence and our expected market share, and other statements that reflect ZipRecruiter’s current expectations and projections with respect to, among other things, its financial condition, results of operations, plans, objectives, future performance, and business. These statements may be preceded by, followed by or include the words "aim," "anticipate," "believe," "estimate," "expect," "forecast," "intend," "likely," "outlook," "plan," "potential," "project," "projection," "seek," "can," "could," "may," "should," "would," "will," the negatives thereof and other words and terms of similar meaning. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements, including our ability to attract and retain employers and job seekers; our ability to compete with well-established competitors and new entrants; our ability to achieve and/or maintain profitability; our ability to maintain, protect and enhance our brand and intellectual property; our dependence on macroeconomic factors, including potential unfavorable changes in U.S. trade or other policies, such as U.S. tariff policies, and the potential negative economic consequences thereof; our ability to maintain and improve the quality of our platform; our dependence on the interoperability of our platform with mobile operating systems that we do not control; our ability to successfully implement our business plan during a global economic downturn that may impact the demand for our services or have a material adverse impact on our and our business partners’ financial condition and results of operations; our ability and the ability of third parties to protect our users’ personal or other data from a security breach and to comply with laws and regulations relating to consumer data privacy and data protection; our ability to detect errors, defects or disruptions in our platform; our ability to comply with the terms of underlying licenses of open source software components on our platform; our ability to expand into markets outside the United States; our ability to achieve desired operating margins; our compliance with a wide variety of U.S. and international laws and regulations; our reliance on Amazon Web Services; our ability to mitigate payment and fraud risks; our dependence on our senior management and our ability to attract and retain new talent; and the other important factors discussed under the caption "Risk Factors" in our Annual Report on Form 10-K for the twelve months ended December 31, 2025 and Quarterly Report on Form 10-Q for the three months ended March 31, 2026 that we filed with the U.S. Securities and Exchange Commission and our Quarterly Report on Form 10-Q for the three months ended June 30, 2026 that we will file with the U.S. Securities and Exchange Commission. There is no assurance that any forward-looking statements will materialize. You are cautioned not to place undue reliance on forward-looking statements, which reflect expectations only as of this date. ZipRecruiter does not undertake any obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments, or otherwise. Non-GAAP Financial Measures This release includes certain non-GAAP financial measures, including Adjusted EBITDA and Adjusted EBITDA margin. We define Adjusted EBITDA as our net income (loss) before interest expense, gain on debt extinguishment, other income (expense), net, income tax expense (benefit) and depreciation and amortization, adjusted to eliminate stock-based compensation expense. Adjusted EBITDA margin represents Adjusted EBITDA as a percentage of revenue for the same period. Management and our board of directors use these non-GAAP financial measures as supplemental measures of our performance because they assist us in comparing our operating performance on a consistent basis, as they remove the impact of some items not directly resulting from our core operations. We also use these non-GAAP financial measures for planning purposes, including the preparation of our internal annual operating budget and financial projections, to evaluate the performance and effectiveness of our strategic initiatives and to evaluate our capacity for capital expenditures to expand our business. Adjusted EBITDA and Adjusted EBITDA margin should not be considered in isolation, as an alternative to, or superior to net income (loss), revenue, cash flows or other measures derived in accordance with GAAP. These non-GAAP measures are frequently used by analysts, investors and other interested parties to evaluate companies in our industry. Management believes that the presentation of non-GAAP financial measures is an appropriate measure of operating performance because they eliminate the impact of some expenses that do not relate directly to the performance of our underlying business. These non-GAAP financial measures should not be construed as an inference that our future results will be unaffected by unusual or other items. Additionally, Adjusted EBITDA and Adjusted EBITDA margin are not intended to be a measure of free cash flow for management’s discretionary use, as they do not reflect our tax payments and certain other cash costs that may recur in the future, including, among other things, cash requirements for costs to replace assets being depreciated and amortized. Management compensates for these limitations by relying on our GAAP results in addition to using Adjusted EBITDA and Adjusted EBITDA margin as supplemental measures of our performance. Our measures of Adjusted EBITDA and Adjusted EBITDA margin used herein are not necessarily comparable to similarly titled captions of other companies due to different methods of calculation. About ZipRecruiter ZipRecruiter® (NYSE:ZIP) is a leading online employment marketplace that actively connects people to their next great opportunity. ZipRecruiter’s powerful matching technology improves the job search experience for job seekers and helps businesses of all sizes find and hire the right candidates quickly. ZipRecruiter has been the #1 rated job search app on iOS & Android for the past nine years1 and is rated the #1 job site by G2.2 For more information, visit www.ziprecruiter.com. 1 Based on job seeker app ratings, during the period of January 2017 to January 2026 from AppFollow for ZipRecruiter, Glassdoor, Indeed, LinkedIn, and Monster.2 Based on G2 satisfaction ratings in N. America as of January 12, 2026. View source version on businesswire.com: https://www.businesswire.com/news/home/20260805496604/en/ Contacts Investors: Emilio SartoriInvestor [email protected] Corporate Communications: Claire WalshPress [email protected]

UL Solutions Inc. (ULS) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.36%. A quarter ago, it was expected that this company would post earnings of $0.42 per share when it actually produced earnings of $0.5, delivering a surprise of +19.05%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. UL Solutions Inc., which belongs to the Zacks Business - Services industry, posted revenues of $816 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.51%. This compares to year-ago revenues of $776 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. UL Solutions Inc. shares have added about 15.5% since the beginning of the year versus the S&P 500's gain of 11%. While UL Solutions Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for UL Solutions Inc. was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.62 on $814.41 million in revenues for the coming quarter and $2.28 on $3.2 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Services is currently in the bottom 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. ZipRecruiter, Inc. (ZIP), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5. This company is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of +40%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. ZipRecruiter, Inc.'s revenues are expected to be $112 million, down 0.2% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UL Solutions Inc. (ULS) : Free Stock Analysis Report ZipRecruiter, Inc. (ZIP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Bright Horizons Family Solutions (BFAM) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $1.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.79%. A quarter ago, it was expected that this child care and early education services provider would post earnings of $0.79 per share when it actually produced earnings of $0.82, delivering a surprise of +3.8%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Bright Horizons, which belongs to the Zacks Business - Services industry, posted revenues of $779.18 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.73%. This compares to year-ago revenues of $731.57 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bright Horizons shares have lost about 18.5% since the beginning of the year versus the S&P 500's gain of 6.9%. While Bright Horizons has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Bright Horizons was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.72 on $845.99 million in revenues for the coming quarter and $5.04 on $3.1 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Services is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, ZipRecruiter, Inc. (ZIP), is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5. This company is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of +40%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. ZipRecruiter, Inc.'s revenues are expected to be $112 million, down 0.2% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bright Horizons Family Solutions Inc. (BFAM) : Free Stock Analysis Report ZipRecruiter, Inc. (ZIP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Shareholders will be ecstatic, with their stake up 23% over the past week following ZipRecruiter, Inc.'s (NYSE:ZIP) latest quarterly results. Revenues of US$108m arrived in line with expectations, although statutory losses per share were US$0.06, an impressive 61% smaller than what broker models predicted. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Taking into account the latest results, ZipRecruiter's five analysts currently expect revenues in 2026 to be US$449.9m, approximately in line with the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 53% to US$0.14. Before this latest report, the consensus had been expecting revenues of US$449.4m and US$0.17 per share in losses. Although the revenue estimates have not really changed ZipRecruiter'sfuture looks a little different to the past, with a favorable reduction in the loss per share forecasts in particular. See our latest analysis for ZipRecruiter The average price target rose 18% to US$3.33, with the analysts signalling that the forecast reduction in losses would be a positive for the stock's valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on ZipRecruiter, with the most bullish analyst valuing it at US$3.50 and the most bearish at US$3.00 per share. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. From these estimates it looks as though the analysts expect the years of declining revenue to come to an end, given the flat forecast out to 2026. That would be a definite improvement, given that the past five years have seen revenue shrink 9.8% annually. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 15% annually. So it's pretty clear that, although revenues are improving, ZipRecruiter is still expected to grow slower than the industry. The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that ZipRecruiter's revenue is expected to perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for ZipRecruiter going out to 2028, and you can see them free on our platform here.. You should always think about risks though. Case in point, we've spotted 3 warning signs for ZipRecruiter you should be aware of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Image source: The Motley Fool. Thursday, May 7, 2026 at 5 p.m. ET Chief Executive Officer — Ian Siegel President and Interim Chief Financial Officer — David Travers SVP, Investor Relations — Emilio Sartori Emilio Sartori: Thank you, Operator, and good afternoon. Thank you for joining us for our earnings conference call during which we will discuss ZipRecruiter, Inc.’s performance for the first quarter ended March 31, 2026, and our guidance for 2026. Joining me on the call today are Ian Siegel, cofounder and CEO, and David Travers, president and interim CFO. Before we begin, please be reminded that forward-looking statements made today are subject to risks and uncertainties relating to future events and/or the future financial performance of ZipRecruiter, Inc. Actual results could differ materially from those anticipated in these forward-looking statements. A discussion of some of the risk factors that could cause actual results to differ materially from any forward-looking statements can be found in ZipRecruiter, Inc.’s quarterly report on Form 10-Q for the quarter ended March 31, 2026, which is available on our investor website and the SEC's website. The forward-looking statements in this conference call are based on current expectations as of today, and ZipRecruiter, Inc. assumes no obligation to update or revise them whether as a result of new developments or otherwise. In addition, during today's call, we will discuss non-GAAP financial measures. These non-GAAP financial measures should be considered in addition to, not as a substitute for, or in isolation from, GAAP results. Reconciliations of the non-GAAP metrics to the nearest GAAP metrics are included in ZipRecruiter, Inc.’s shareholder letter and in our Form 10-Q. And now I will turn the call over to Ian. Thank you. Ian Siegel: Good afternoon to everyone joining us today. ZipRecruiter, Inc. opened 2026 with a strong first quarter, delivering revenue of $107.5 million and beating the midpoint of our guidance. Net loss was $4.7 million and adjusted EBITDA came in above the high end of our guidance range at $9.7 million. At ZipRecruiter, Inc., our mission is to actively connect people to their next great opportunity. We do that by playing the role of active matchmaker. Increasing direct, meaningful conversations between employers and job seekers is a central focus of our R&D, and in Q1, we saw engagement increase across multiple metrics. First, we launched our next-generation search and matching AI engine in Q1. This represents a massive leap forward in how we drive more conversations between employers and job seekers. This engine delivers two major upgrades: a step change in how we assess candidate qualifications and a new level of precision in interpreting job seeker intent. The results were immediate. Application volume increased by 37% for job seekers using the new engine. While only live for a subset of job seekers, we expect a full rollout by the end of Q2. We also created significant momentum with Be Seen First, a product that empowers qualified, high-intent job seekers to stand out by highlighting exactly why they are a fit for a role. Adoption is scaling fast. Over half of our paid employers now receive Be Seen First responses on their postings. In Q1, 12% of all applicants chose to Be Seen First. Only qualified candidates for a role can utilize this feature, ensuring a high-quality experience for employers. Be Seen First candidates are nearly two times more likely to receive a message from an employer than those using traditional applications. Over the past year, we have deployed multiple products and enhancements across both sides of our marketplace, from Zip Intro and our redesigned resume database to Be Seen First and our next-generation search and matching engine. Each innovation is focused on the same goal: driving more conversation between employers and job seekers. This momentum is reflected in both our data and job seeker app store reviews. With a 4.9 rating and over 1 million combined reviews, ZipRecruiter, Inc. remains the number one rated job search app on both iOS and Android. Over the course of Q1, we saw a notable increase in positive reviews specifically mentioning getting a call from an employer or landing an interview compared to Q4. We believe the most valuable thing we can do for job seekers is get them into conversations with employers. And the most valuable thing we can do for employers is deliver them candidates they want to engage with. The data is moving in the right direction. The app store reviews are one signal. The product data is another. Together, they tell a consistent story: the quality of connections happening on ZipRecruiter, Inc. is meaningfully improving. All of these improvements were delivered against what remains a sluggish hiring backdrop. In Q1, the quits rate and total hires stayed near their lowest levels since 2015, while job openings were down 3% year over year. In spite of this subdued hiring environment, ZipRecruiter, Inc. outperformed on Q1 results, and we believe this is due to our product improvements and the efficacy of our marketplace. The pace of innovation across our marketplace is accelerating. In a market where many companies are competing on the breadth of their AI capabilities, we believe the long-term winners will be those that translate technology into real outcomes—employers finding the right person, job seekers landing the right role. That is the bet we are making. We believe the quality of our marketplace has never been stronger, and that we are building a business that will capture disproportionate share as the hiring market normalizes. Q1 is evidence that we are moving in the right direction, and we look forward to showing you more. I will now turn the call over to Dave to share additional business highlights, financial results, and guidance. David Travers: Thanks, Ian, and good afternoon. Our performance in the first quarter reflects the continued success of our product-led strategy. I am excited to share several highlights with you. On the SEO front, we are seeing strong growth in high-intent traffic despite a year-over-year decline in total web traffic across the hiring category. In Q1, our engaged job seekers—defined as those who applied to job postings—grew 26% year over year through organic search. At the same time, we are leaning into generative AI. In March, we launched the ZipRecruiter, Inc. app for ChatGPT, extending our reach directly into the AI tools job seekers are increasingly adopting. We see this as an early step in broadening our presence across generative AI platforms, and we will look to expand our integrations over time. Taken together—our increased share of total traffic, 26% year-over-year growth in engaged job seekers through organic channels, and a new distribution footprint across generative AI platforms—we believe ZipRecruiter, Inc. is gaining share at a moment when cyclical hiring demand remains muted. That combination does not happen by accident, and we believe it positions us to disproportionately capture volume when the hiring market normalizes. After investing over $1 billion over the past fifteen years to achieve over 80% aided brand awareness on both sides of our marketplace, we are now leveraging our branding expertise to empower our customers to tell their own stories with multimedia branding. In Q1, we rolled out integrated branded pages for our employer listings on ZipRecruiter, Inc., powered by Breakroom, a workplace rating and job marketplace platform, to increase visibility of employers’ brands to job seekers. These pages allow employers to move beyond static text and use video, images, and testimonials to showcase their true workplace culture. We look forward to scaling these multimedia capabilities across our entire marketplace. Finally, our enterprise strategy continues to gain traction. Adoption of our automated campaign performance solutions grew over 50% year over year as large employers look for more efficient hiring solutions. Our go-to-market improvements drove a 5% year-over-year increase in performance marketing revenue, proving that our technology investments are delivering for employers of every size. With that, I will now discuss our financial results and guidance. Our first quarter revenue of $107.5 million came in ahead of our guidance midpoint, with a 2% decline year over year and a 4% decline quarter over quarter. The year-over-year decrease was driven by a soft hiring environment, while the sequential decline reflects post-holiday seasonality. We finished the first quarter with over 63 thousand quarterly paid employers, which was flat year over year and represented a 7% increase sequentially. Quarterly paid employers remaining flat year over year in spite of macroeconomic volatility demonstrates the stability of our employer base. The sequential growth is consistent with our historical seasonal patterns, where quarterly paid employers typically grow over the course of Q1 after the holiday slowdown in Q4. Revenue per paid employer was $1,698, down 2% year over year and down 10% sequentially. The year-over-year decrease reflects more muted hiring demand. The sequential decrease was primarily driven by seasonal growth in the number of quarterly paid employers as they ramped up their hiring campaigns over the course of Q1. Our net loss in the first quarter was $4.7 million. Adjusted EBITDA in Q1 was $9.7 million, representing a 9% margin, coming ahead of the high end of our guidance range. This compares to an adjusted EBITDA margin of 5% in 2025. Cash, cash equivalents, and marketable securities totaled $393.5 million as of March 31, 2026. During the first quarter, we repurchased 3.5 million shares totaling $9.4 million. Moving on to quarterly guidance, our Q2 revenue guidance of $112 million at the midpoint represents a return to flat revenue year over year and 4% growth quarter over quarter, demonstrating the impact of our hiring solutions despite underlying macro headwinds. Our adjusted EBITDA guidance for Q2 is $13 million at the midpoint, representing a 12% margin. Looking beyond Q2, we continue to expect hiring demand to follow a typical seasonal cadence throughout 2026, albeit at subdued levels. Under this scenario, we expect to achieve flat year-over-year revenue in 2026, which is a five percentage point improvement over the 5% decline in 2025. In this scenario, we also believe adjusted EBITDA margins can expand by five percentage points from 9% in 2025 to 14% in 2026. This margin expansion reflects our commitment to operational efficiency, alongside targeted investments aimed at capturing growth. The stabilization in the business and accelerating pace of innovation we have seen in our marketplace are encouraging. We remain confident that our focus on driving more meaningful conversations between employers and job seekers will position ZipRecruiter, Inc. to outperform the broader hiring category over the long term. We will now open the call for questions. Operator? Operator: We will now begin the question and answer session. Please limit yourself to one question and one follow-up. If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, press star 1 again. We ask that you pick up your handset when asking a question to allow for optimum sound quality. If you are muted locally, please remember to unmute your device. Please stand by while we compile the Q&A roster. Your first question comes from Ralph Schackart with William Blair. Please go ahead. Ralph Schackart: Good afternoon. Thanks for taking the question. First question, maybe if you could talk about the differences you might be observing between SMB and enterprise segments. It sounds like you are making some good traction within enterprise. And then, as 2026 progresses, how would you expect the behavior within each of these segments to perhaps change? And then I have a follow-up. David Travers: Great. Thanks, Ralph. So, yes, we have been pleased with the execution we have seen on both customer segments, SMB and enterprise. Enterprise mainly comprises performance marketing revenue, so that was up 5% year over year. That continues a long-term trend of expanding our percentage of revenue that comes from enterprise—24% of revenue this quarter. If you go all the way back to our S-1 pre-COVID in 2019, we were at 12% of revenue. So we have doubled our percentage of revenue, and we expect to continue to expand revenue there over time. As it evolves over the course of the year, we expect to continue to see that. What we have seen in talking to the customer base from both sides is consistent with the macro data we have seen. We are in a subdued but relatively stable environment, and that captures the mood of employers on both sides of the marketplace. They are responding to conversations being driven, and job seekers are responding to that as we talked a lot about in the letter, and we expect to continue to see the benefits of that as we continue to execute this year, consistent with our guidance, where we are guiding to double our top-line growth versus what we did Q2 over Q1 last year—showing $4.5 million of top-line growth at the midpoint as opposed to just over $2 million in the same quarters last year. Ralph Schackart: Great. Thanks, Dave. And then just a follow-up, maybe shifting gears a little bit. You talked about the ZipRecruiter, Inc. app for ChatGPT. Just curious what you are learning there. I think you talked about expanding potential integrations. Any more color you could add on the product front there would be great. Thank you. Ian Siegel: The new app went live on ChatGPT and, on a percentage basis, the growth of LLMs in general has been impressive as a new traffic source. Overall, LLMs are still a tiny contributor in the overall mix of where traffic comes from to ZipRecruiter, Inc. But it is good to be there at the beginning and to enjoy the ride up with them as they become an ever more popular way for job seekers to look for work. Operator: If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, press star 1 again. The next question comes from Justin Patterson with KeyBanc. Please go ahead. Analyst: Great. Thank you very much. Good afternoon. I would love to hear more about the upcoming rollout of the next-generation AI engine. It sounds like that is a really strong return so far. How are you thinking about that as a potential market share driver in a market that is still a little bit subdued here? And then, as a quick follow-up, we have seen a lot of companies trying to balance the productivity benefits against the rising token costs from GenAI tools. How are you thinking about that dynamic, and what might it mean toward your longer-term headcount needs? Thank you. Ian Siegel: I will take the second question first and then go to the first question. AI is permeating really every department within our company. It is driving extraordinary efficiencies across the board, which we have not looked at as a cost-saving opportunity as much as we have looked at it as a mechanism by which we can realize and increase our ambition. So if anything, it has accelerated our roadmap as opposed to saved us money. You can see the output of that acceleration in Q1, where multiple large-scale initiatives, some of which have been worked on for over a year, were able to deploy. The next-generation search engine is one of those. It increased applications by 37% for the job seekers who were exposed to it. We expect all job seekers to be on the next-gen search engine by the end of Q2. It is really exciting. This algorithm and the other components of this were retrained to prioritize more meaningful signals for job seekers in terms of the depth of their interest in a role. We can see that play out when we use those algorithms to deliver results in that they are applying at a far higher rate, and these are jobs that they are far more qualified for at the same time. Further, when they do apply for those jobs and when they are qualified for those jobs, adoption of Be Seen First has been exciting. We saw 12% of total applicants choose to Be Seen First when they applied, and this confers an extraordinary advantage to them because employers who are looking at their list are seeing these very interested candidates who now have a mechanism to show their enthusiasm. They are not just qualified; they are eager. That is coming through, and employers are engaging with those candidates at almost twice the rate that they are engaging with candidates who go through the normal apply process. Overall, when we look at all the features that we have launched—not just in this quarter, but really over the last three to four quarters—including things like Zip Intro, our redesigned resume database, and the acquisition and deployment of Breakroom, what you see is that the strategy we have built is working, and it is not just me saying that. It is the job seekers. I have been really excited reading the reviews and seeing the spike in the specific language that those reviews contain. The job seekers are using the language that we use internally when we talk about our objective. They are saying that they are getting more interviews, they are getting more phone calls from employers. They are saying ZipRecruiter, Inc. works. That is exactly how we look at it internally and how we describe it. So it is really rewarding to see the strategy paying off both quantitatively and qualitatively here. There are so many more improvements to come. We are really excited about the momentum we have here, and AI is proving to be an incredible accelerator of our ability to rapidly deploy these improvements. Operator: Your next question comes from Josh Chan with UBS. Please go ahead. Analyst: Hi. This is calling in for Josh. Thanks for taking our questions. I wanted to ask about the margin, because the margin certainly came in way above what we expected and also came in above the guide as well. Can you provide more color on what drove that upside against your internal expectations? David Travers: Great, thanks. Good question. Yes, the EBITDA margins this past quarter did come in above expectations and above the high end of the range we had set earlier. When you look at it year over year, we have been driving efficiency across all three major categories of expense—G&A, sales and marketing, and R&D. However, versus our expectations from last quarter, as we have said many times, we are scientists, not artists, when it comes to sales and marketing investments. This quarter, the team did an extraordinary job of looking for and finding high-ROI marketing opportunities and areas to invest in our go-to-market, and we saw that in the results. The result was that we came in above the high end of the range. That gives us increasing confidence in our ability to achieve the likely scenario we laid out for the whole year, which is top line being flat—which is five percentage points better than the prior year—and at the same time improving bottom-line margins from 9% to 14% for the full year, which is also a five percentage point improvement along the bottom line. This quarter gave us even more confidence about our ability to do that, and we felt great about it. Analyst: Very helpful. Thank you. Operator: That is the end of the Q&A session. This concludes today's call. You may now disconnect. 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This article is a transcript of this conference call produced for The Motley Fool. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. ZipRecruiter (ZIP) Q1 2026 Earnings Transcript was originally published by The Motley Fool

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Revenue of $107.5 million exceeded guidance midpoints despite a hiring environment where quits and total hires remain at their lowest levels since 2015. Management attributes outperformance to a product-led strategy focused on increasing 'meaningful conversations' between employers and job seekers through AI-driven matching. The launch of a next-generation search and matching engine drove a 37% increase in application volume for participating job seekers by improving qualification assessment and intent interpretation. Adoption of the 'Be Seen First' feature reached 12% of applicants, with these candidates being nearly 2 times more likely to receive employer messages than traditional applicants. Enterprise segment growth continues to outpace the broader business, with performance marketing revenue up 5% year-over-year and now representing 24% of total revenue. Operational efficiency across G&A, sales, and marketing drove adjusted EBITDA of $9.7 million, exceeding the high end of the guidance range. Q2 revenue guidance of $112 million assumes a return to flat year-over-year growth and a 4% sequential increase, reflecting the impact of new hiring solutions. Management expects a full rollout of the next-generation search and matching AI engine to all job seekers by the end of Q2. Under a scenario where hiring demand follows a typical seasonal cadence, the company expects to achieve flat year-over-year revenue in 2026, representing a 5 percentage point improvement over the 5% decline seen in 2025. Adjusted EBITDA margins are expected to expand to 14% for the full year 2026, up from 9% in 2025, driven by operational discipline and high-ROI marketing. Strategic focus remains on scaling multimedia branding capabilities and expanding distribution across Generative AI platforms like ChatGPT. Quarterly paid employers grew 7% sequentially to over 63,000, returning to historical seasonal patterns after the Q4 holiday slowdown. Revenue per paid employer was $1,698, down 2% year-over-year due to muted hiring demand and down 10% sequentially, primarily driven by the seasonal influx of new employers ramping up campaigns throughout the quarter. The company maintained a strong liquidity position with $393.5 million in cash and equivalents, supported by $9.4 million in share repurchases during Q1. Management noted that while job openings were down 3% year-over-year, organic search drove a 26% increase in engaged job seekers, indicating market share gains. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Enterprise revenue now accounts for 24% of total revenue, doubling its share since 2019, driven by automated campaign performance solutions. Management observes that both segments are operating in a 'subdued but relatively stable' macro environment, with employers responding well to increased candidate quality. The new engine retrains algorithms to prioritize deeper interest signals, resulting in higher application rates for roles where candidates are better qualified. Management views AI as an 'accelerator' for their roadmap rather than just a cost-saving tool, allowing for faster deployment of features like ZipIntro and redesigned resume databases. The beat was driven by 'scientific' sales and marketing execution, where the team identified high-ROI opportunities more effectively than anticipated. Efficiency gains were realized across all three major expense categories: G&A, sales and marketing, and R&D.

Quarterly revenue of $107.5 million Quarterly net loss of $(4.7) million, or net loss margin of (4)% Quarterly Adjusted EBITDA of $9.7 million, or Adjusted EBITDA margin of 9% SANTA MONICA, Calif., May 07, 2026--(BUSINESS WIRE)--ZipRecruiter® (NYSE: ZIP), a leading online employment marketplace, today announced financial results for the quarter ended March 31, 2026. ZipRecruiter’s complete first quarter 2026 results, financial guidance, and management commentary can be found by accessing ZipRecruiter’s shareholder letter on the quarterly results page of the Investor Relations website at investors.ziprecruiter.com. "We started 2026 with disciplined execution, delivering Q1 results above the midpoint of our guidance. The pace of innovation across our marketplace is accelerating, with a focus on driving meaningful conversations between job seekers and employers," said Ian Siegel, CEO of ZipRecruiter. "Our AI-powered matching technology enables us to move beyond identifying the right matches to actively driving engagement across our marketplace. With our cutting-edge technology, proprietary data, and enduring brand, we believe ZipRecruiter is well positioned to win in the AI era and capture market share." Conference Call Details ZipRecruiter will host a conference call today, May 7, at 2:00 p.m. Pacific Time to discuss its financial results. A live webcast of the call can be accessed from ZipRecruiter’s Investor Relations website at investors.ziprecruiter.com. An archived version will be available on the website two hours after the completion of the call. Investors and analysts can participate in the conference call by dialing +1 (833) 461-5787, or +1 (585) 542-9983 for callers outside the United States and use the Conference ID 529851840. Forward-Looking Statements This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including statements regarding our pace of innovation accelerating, our expected market share, and other statements that reflect ZipRecruiter’s current expectations and projections with respect to, among other things, its financial condition, results of operations, plans, objectives, future performance, and business. These statements may be preceded by, followed by or include the words "aim," "anticipate," "believe," "estimate," "expect," "forecast," "intend," "likely," "outlook," "plan," "potential," "project," "projection," "seek," "can," "could," "may," "should," "would," "will," the negatives thereof and other words and terms of similar meaning. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements, including our ability to attract and retain employers and job seekers; our ability to compete with well-established competitors and new entrants; our ability to achieve and/or maintain profitability; our ability to maintain, protect and enhance our brand and intellectual property; our dependence on macroeconomic factors, including potential unfavorable changes in U.S. trade or other policies, such as U.S. tariff policies, and the potential negative economic consequences thereof; our ability to maintain and improve the quality of our platform; our dependence on the interoperability of our platform with mobile operating systems that we do not control; our ability to successfully implement our business plan during a global economic downturn that may impact the demand for our services or have a material adverse impact on our and our business partners’ financial condition and results of operations; our ability and the ability of third parties to protect our users’ personal or other data from a security breach and to comply with laws and regulations relating to consumer data privacy and data protection; our ability to detect errors, defects or disruptions in our platform; our ability to comply with the terms of underlying licenses of open source software components on our platform; our ability to expand into markets outside the United States; our ability to achieve desired operating margins; our compliance with a wide variety of U.S. and international laws and regulations; our reliance on Amazon Web Services; our ability to mitigate payment and fraud risks; our dependence on our senior management and our ability to attract and retain new talent; and the other important factors discussed under the caption "Risk Factors" in our Annual Report on Form 10-K for the twelve months ended December 31, 2025 that we filed with the U.S. Securities and Exchange Commission and our Quarterly Report on Form 10-Q for the three months ended March 31, 2026 that we will file with the U.S. Securities and Exchange Commission. There is no assurance that any forward-looking statements will materialize. You are cautioned not to place undue reliance on forward-looking statements, which reflect expectations only as of this date. ZipRecruiter does not undertake any obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments, or otherwise. Non-GAAP Financial Measures This release includes certain non-GAAP financial measures, including Adjusted EBITDA and Adjusted EBITDA margin. We define Adjusted EBITDA as our net income (loss) before interest expense, other income (expense), net, income tax expense (benefit) and depreciation and amortization, adjusted to eliminate stock-based compensation expense. Adjusted EBITDA margin represents Adjusted EBITDA as a percentage of revenue for the same period. Management and our board of directors use these non-GAAP financial measures as supplemental measures of our performance because they assist us in comparing our operating performance on a consistent basis, as they remove the impact of some items not directly resulting from our core operations. We also use these non-GAAP financial measures for planning purposes, including the preparation of our internal annual operating budget and financial projections, to evaluate the performance and effectiveness of our strategic initiatives and to evaluate our capacity for capital expenditures to expand our business. Adjusted EBITDA and Adjusted EBITDA margin should not be considered in isolation, as an alternative to, or superior to net income (loss), revenue, cash flows or other measures derived in accordance with GAAP. These non-GAAP measures are frequently used by analysts, investors and other interested parties to evaluate companies in our industry. Management believes that the presentation of non-GAAP financial measures is an appropriate measure of operating performance because they eliminate the impact of some expenses that do not relate directly to the performance of our underlying business. These non-GAAP financial measures should not be construed as an inference that our future results will be unaffected by unusual or other items. Additionally, Adjusted EBITDA and Adjusted EBITDA margin are not intended to be a measure of free cash flow for management’s discretionary use, as they do not reflect our tax payments and certain other cash costs that may recur in the future, including, among other things, cash requirements for costs to replace assets being depreciated and amortized. Management compensates for these limitations by relying on our GAAP results in addition to using Adjusted EBITDA and Adjusted EBITDA margin as supplemental measures of our performance. Our measures of Adjusted EBITDA and Adjusted EBITDA margin used herein are not necessarily comparable to similarly titled captions of other companies due to different methods of calculation. About ZipRecruiter ZipRecruiter® (NYSE:ZIP) is a leading online employment marketplace that actively connects people to their next great opportunity. ZipRecruiter’s powerful matching technology improves the job search experience for job seekers and helps businesses of all sizes find and hire the right candidates quickly. ZipRecruiter has been the #1 rated job search app on iOS & Android for the past nine years1 and is rated the #1 job site by G2.2 For more information, visit www.ziprecruiter.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260506150112/en/ Contacts Investors: Emilio Sartori Investor Relations [email protected] Corporate Communications: Claire Walsh Press Relations [email protected]